Comments
Commented by Armin Schulz on October 24th, 2022 | 13:19 CEST
Daimler Truck, First Hydrogen, Plug Power - Transportation industry in upheaval: Which shares will profit?
In the EU, a quarter of all CO2 emissions are caused by road traffic. Here, the transport industry, with its diesel engines, plays a major role. If the ambitious climate targets are to be achieved by 2030, the industry will have to undergo a major transformation. Road freight transport alone is expected to reduce emissions by 26% by the end of the decade. For a long time, electromobility was seen as the solution, but it is becoming increasingly clear that hydrogen will also be an option. It always depends on the use case, and at the same time, the infrastructure must be in place for the technology in question. So today, we look at three companies that could benefit from fleet modernization.
Read
Commented by André Will-Laudien on October 24th, 2022 | 12:17 CEST
US equities reporting season: Netflix, Snap, Meta Platforms, Aspermont - Will it continue explosively?
In October, the reporting season for the 3rd quarter started in the USA. This is a highly exciting time, as moves of up to 25% or more are not uncommon when a NASDAQ stock grossly deviates from its guidance. After years of bliss in the tech sector, a new parameter has also crept into the valuation of growth stocks: Interest rates. Discounted future cash flows represent the value of a stock today. If these are adjusted downward and valued at a higher discount due to increased interest rates, this can trigger significant price corrections in an emergency. Of course, this scenario also applies to upside surprises - a reason for further research.
Read
Commented by Mario Hose on October 24th, 2022 | 10:45 CEST
Rock Tech Lithium, TubeSolar, JinkoSolar - Breakthroughs in green innovation
The European Commission plans to reduce CO2 emissions by at least 55% by 2030 compared to 1990. This ambitious target for the current decade should lead to steady progress on the EU's path to climate neutrality by 2050. The key to achieving the climate turnaround is to increase the share of renewables in the overall energy mix. This should contribute at least 32% in around 8 years. But what sounds simple in theory is all the more difficult to implement in practice. That is because, in addition to raw materials that are already in short supply, there is a lack of open space for solar energy. Nevertheless, young companies, in particular, are achieving breakthroughs through innovation, which should be reflected in increased company values in the future.
Read
Commented by André Will-Laudien on October 21st, 2022 | 11:03 CEST
100% chance with ThyssenKrupp, Varta, Tocvan Ventures and Nel ASA: Lay the foundation for the future now!
Currently, the daily news is not a source of much joy. However, there are opportunities in many of the reports that can quickly turn into cash after the current correction. It seems crucial to focus on stocks that, despite an adverse environment, keep their medium-term goals in mind and can demonstrate a robust business model. Here are some examples showing long-term development potential.
Read
Commented by André Will-Laudien on October 20th, 2022 | 14:03 CEST
Shock inflation, what is left in the wallet in 2023: TUI, Pathfinder Ventures, Deutsche Bank, Commerzbank
In addition to an inflation rate of almost 10%, the first increases in utility costs are now fluttering into citizens' mailboxes. As already feared, the extreme increase in the cost of energy and electricity is putting a heavy strain on monthly budgets. Whether there can still be a vacation in 2023 will be decided by the length of the Russia conflict, which has kept fossil energy prices high so far. As investors can easily see, the high oil and gas prices are contributing to negative effects in almost all sectors; especially in winter, the supply situation in Central Europe is likely to be very tight. Which stocks should investors watch out for now?
Read
Commented by Fabian Lorenz on October 20th, 2022 | 13:01 CEST
Shares: Porsche does it like Tesla - Varta is not there, and Infinity Stone Ventures?
E-car specialists like BYD and Tesla have had them for a long time: their own gigafactories. German automakers have long neglected their own battery production. It is surprising because, with electromobility, energy storage is becoming the heart of every car. Here in Germany, Porsche is now stepping on the gas and accelerating the development of its battery production. This could become a model for the entire VW Group. Unfortunately, German battery hopeful Varta is again not involved in the project. The Company seems to be making no headway in its search for partners. No matter who builds the batteries, companies like Infinity Stone Ventures stand to benefit. The specialist for critical raw materials is currently stepping on the gas in its projects, and the positive newsflow should continue.
Read
Commented by Nico Popp on October 20th, 2022 | 12:10 CEST
Rare Earths and the China Shock: Volkswagen, Defense Metals, Freyr Battery
Remember the Toyota Prius? According to asset manager Pictet, the hybrid car that became the vehicle of choice for supposedly sustainable-minded consumers a few years ago is the consumer product that has gobbled up the most rare earths to date. World record! But the Prius was just the beginning. Soon, all cars will be electric and thus have a battery. Will the demand for rare earths then go through the roof? Can demand still be met at all? We present three stocks related to electromobility, GreenTech and rare earths.
Read
Commented by Stefan Feulner on October 20th, 2022 | 10:27 CEST
Plug Power, Desert Gold, BYD - Discover the opportunities
"If you do not have the stocks when they fall, you do not have them when they rise." These wise words from a famous quote from stock market legend André Kostolany are little consolation to investors whose portfolios have melted considerably in recent months. In the long term, however, there are many attractive opportunities to enter strongly corrected companies at the current level. In addition to the stock market, other asset classes such as cryptocurrencies and precious metals also offer opportunities for disproportionate price gains in the future, despite the current uncertain environment.
Read
Commented by André Will-Laudien on October 19th, 2022 | 14:10 CEST
These stocks are fighting the energy crisis: BASF, Nel ASA, JinkoSolar and Globex Mining
The current energy crisis is a homemade problem that has been felt primarily in Europe since the start of the war. For decades, Europe has relied on raw material supplies from Russia, and now, these have been sanctioned. Although the "old continent" has already made astonishing progress in upgrading its renewable energies, there is a threat of further price increases, blackouts and even electricity rationing if gas and oil supplies fail to materialize in the coming winter. By mid-2022, there were green power yields of between 43% and 61% of grid capacity, fossil fuels now account for only 15 to 20%, and nuclear power has been contributing only about 3.5% for several years. Nevertheless, a difficult winter probably looms because the fossil component is more than uncertain. Equity investors should look closely at who can prevail in this environment.
Read
Commented by Nico Popp on October 19th, 2022 | 13:52 CEST
Biotech funds looking over their shoulders: Bavarian Nordic, Cardiol Therapeutics, Valneva
A recent study by Accenture shows that consumers are not willing to reduce their spending on health and wellness - even if things are not going well economically. Despite uncertainties, respondents see spending in the areas of "health" and "fitness" as "essential." Those who pay for these areas are also likely to want to exhaust all options when it comes to health insurance benefits, such as medications and vaccines. Informed patients and consumers put pressure on their doctors when new therapies are available. Health insurers, who are also in competition with each other, are taking this into account. We highlight three biotech stocks and do the investment check.
Read